AppFolio, Inc. Class A · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.06M | 0.00% | 13,032 NS | $58.89B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $2.03M | 0.01% | 12,842 NS | $36.29B | FIGI |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | — | $1.94M | 4.30% | 12,288 NS | $45.13M | FIGI |
| iShares Expanded Tech Sector ETF iShares Trust | IGM | $1.90M | 0.02% | 12,050 NS | $7.75B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.79M | 0.12% | 11,320 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $1.78M | 0.12% | 11,308 NS | $1.50B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.74M | 0.01% | 11,006 NS | $30.28B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $1.46M | 0.00% | 9,260 NS | $129.17B | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $1.45M | 0.12% | 9,174 NS | $1.22B | FIGI |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | — | $1.40M | 0.62% | 8,875 NS | $226.06M | FIGI |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | — | $1.39M | 0.84% | 8,800 NS | $164.68M | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.38M | 0.34% | 8,775 NS | $407.99M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $1.36M | 0.12% | 8,644 NS | $1.17B | FIGI |
| LVIP T. Rowe Price Structured Mid-Cap Growth … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.35M | 0.10% | 8,550 NS | $1.30B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $1.31M | 0.12% | 8,289 NS | $1.11B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $1.30M | 0.12% | 8,259 NS | $1.13B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $1.29M | 0.05% | 8,167 NS | $2.59B | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $1.23M | 0.05% | 7,803 NS | $2.53B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.22M | 0.05% | 7,704 NS | $2.63B | FIGI |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | — | $1.15M | 0.02% | 7,284 NS | $6.54B | FIGI |
| Parnassus Growth Equity Fund Parnassus Funds | — | $1.14M | 1.45% | 7,247 NS | $78.76M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $1.13M | 0.07% | 7,176 NS | $1.71B | FIGI |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.13M | 0.12% | 7,130 NS | $937.53M | FIGI |
| Columbia Variable Portfolio - Small Company G… COLUMBIA FUNDS VARIABLE INSURANCE TRUST | — | $1.09M | 0.50% | 6,876 NS | $215.02M | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $1.06M | 0.05% | 6,720 NS | $2.27B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $964.3K | 0.01% | 6,110 NS | $17.05B | FIGI |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | — | $944.2K | 0.21% | 5,983 NS | $458.14M | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $898.0K | 0.14% | 5,690 NS | $665.18M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $865.3K | 0.12% | 5,483 NS | $719.76M | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $852.2K | 0.03% | 5,400 NS | $2.62B | FIGI |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWT… Voya Partners Inc | — | $842.0K | 0.10% | 5,335 NS | $851.31M | FIGI |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTQI | $839.4K | 0.11% | 5,319 NS | $775.40M | FIGI |
| Calvert Small/Mid-Cap Fund Calvert Management Series | — | $836.6K | 0.43% | 5,301 NS | $194.44M | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $835.2K | 0.09% | 5,292 NS | $908.21M | FIGI |
| LVIP Blended Large Cap Growth Managed Volatil… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $802.5K | 0.05% | 5,085 NS | $1.48B | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $792.3K | 0.10% | 5,020 NS | $759.28M | FIGI |
| RBC SMID Cap Growth Fund RBC Funds Trust | — | $770.2K | 0.70% | 4,880 NS | $110.50M | FIGI |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | — | $741.6K | 0.42% | 4,699 NS | $174.77M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $707.5K | 0.12% | 4,483 NS | $613.37M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $662.1K | 0.01% | 4,195 NS | $11.74B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $644.4K | 0.01% | 4,083 NS | $9.23B | FIGI |
| iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST | — | $634.0K | 1.28% | 4,017 NS | $49.69M | FIGI |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | — | $631.3K | 0.16% | 4,000 NS | $395.70M | FIGI |
| Nuveen Core Equity Alpha Fund — | — | $607.6K | 0.23% | 3,850 NS | $268.03M | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $605.7K | 0.12% | 3,838 NS | $506.96M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $598.6K | 0.06% | 3,793 NS | $1.00B | FIGI |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | — | $576.2K | 0.36% | 3,651 NS | $160.16M | FIGI |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | — | $556.6K | 0.45% | 3,527 NS | $124.84M | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $555.7K | 0.08% | 3,521 NS | $672.97M | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $552.4K | 0.01% | 3,500 NS | $5.55B | FIGI |